Production workflow
Configure tasks, rooms, phases, printers, automations, and production planning.
Workflow settings define how submitted cases move through the laboratory. Rooms describe where work happens, phases describe the production sequence, and tasks describe the work performed.
Create rooms
Add the physical or logical work areas used by the lab. Each room can use a layout suited to ordinary production, acceptance/check-in, production planning, or shipping.
Define phases
Arrange the major production stages in the order cases normally pass through them. Phases can contain an ordered task list and a default planned-date offset.
Add tasks
Create the concrete work items performed within the phases and assign their expected room or responsibility where supported.
Validate with a test case
Create a non-production case and confirm it appears in the correct starting position, can advance through the intended path, and exposes the expected exceptions.
Printers
Printers represent physical output devices used for production documents and labels. Confirm the device, paper/label format, and template before making it part of the production process.
Automations
Automations combine a trigger, conditions, and actions. They can route work, change operational state, or send notifications. Keep rules narrow, avoid overlapping triggers, and test with one synthetic order before activation.
Production planning settings
Configure:
- whether planning is enabled;
- daily cutoff and buffer working days;
- completion-date organization;
- default unit capacity;
- task grouping and sorting;
- prices, barcode scanning, and visible task columns;
- product and category exclusions.
Exclusions keep selected work outside automatic planning without removing it from the catalog.
Avoid changing active workflow definitions in the middle of a busy production cycle without first checking the effect on in-progress cases.